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MARA Holdings, Inc. Stock Price

NasdaqCM:MARA Community·US$5.3b Market Cap
  • 4 Narratives written by author
  • 0 Comments on narratives written by author
  • 336 Fair Values set on narratives written by author

MARA Share Price Performance

US$0
-14.88 (-100.00%)
US$18.17
Fair Value
US$0
-14.88 (-100.00%)
Price US$0

MARA Community Narratives

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Fair Value US$18.17 32.2% undervalued intrinsic discount

MARA: Expanding Industry Leadership Will Drive Long-Term Sector Opportunity

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159users have followed this narrative
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Fair Value US$8.5 44.9% overvalued intrinsic discount

Bitcoin Volatility And Regulation Will Shrink Margins But Trim Costs

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10users have followed this narrative
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Fair Value US$30 58.9% undervalued intrinsic discount

Digital Transformation And AI Will Reshape Markets Amid Bitcoin Risks

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12users have followed this narrative
US$30
58.9% undervalued intrinsic discount
Revenue
15.18% p.a.
Profit Margin
12.75%
Future PE
106.32x
Price in 2029
US$41.1

Trending Discussion

Updated Narratives

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MARA: AI Data Center Pivot And Starwood Partnership Will Drive Future Upside

Fair Value: US$18.17 32.2% undervalued intrinsic discount
159 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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MARA: Bitcoin Volatility And Slow AI Leases Will Pressure Power-Heavy Margins

Fair Value: US$8.5 44.9% overvalued intrinsic discount
10 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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MARA: Vertically Integrated Model Will Drive Future Upside From Recent Power Deal

Fair Value: US$30 58.9% undervalued intrinsic discount
12 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Overvalued with worrying balance sheet.

1 Risk
0 Rewards

MARA Holdings, Inc. Key Details

US$867.8m

Revenue

US$474.4m

Cost of Revenue

US$393.4m

Gross Profit

US$2.4b

Other Expenses

-US$2.0b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-5.35
45.33%
-234.83%
103.6%
View Full Analysis

About MARA

Founded
2010
Employees
266
CEO
Frederick Thiel
WebsiteView website
www.mara.com

MARA Holdings, Inc. operates as an energy and digital infrastructure company in North America, the Middle East, Europe, and Latin America. The company leverages Bitcoin Mining and Artificial Intelligence compute to monetize excess energy and underutilized power, optimize power management across operations and support AI inference applications. The company was formerly known as Marathon Digital Holdings, Inc. and changed its name to MARA Holdings, Inc. in August 2024. MARA Holdings, Inc. was incorporated in 2010 and is based in Hallandale Beach, Florida.

Recent MARA News & Updates

Seeking Alpha Jun 04

MARA Holdings: A $1.5 Billion Acquisition Just Transformed Its Identity

Summary MARA Holdings maintains sector-leading energy costs at $0.04/kWh for owned sites, critical for Bitcoin mining competitiveness. MARA's total cost per acquired Bitcoin rose to $40,047 in Q1 2026, reflecting global hashrate growth, but energy cost discipline remains strong. MARA is pivoting towards AI infrastructure by acquiring Long Ridge Energy & Power, securing a 505 MW gas asset with expansion potential beyond 1 GW. Diversifying into AI data center power provision positions MARA to reduce reliance on volatile Bitcoin mining while retaining industry leadership. Read the full article on Seeking Alpha
Narrative Update May 25

MARA: AI Data Center Pivot And Starwood Partnership Will Drive Future Upside

Analysts lifted their fair value estimate for MARA Holdings from $16.48 to $18.17, pointing to updated Q1 research that factors in higher modeled revenue growth, a lower discount rate, and a higher assumed future P/E multiple, even as they highlight mixed views on execution risks around the pivot toward high-performance computing and AI infrastructure. Analyst Commentary Street research on MARA Holdings reflects a wide spread of views, with recent fair value and price target changes clustering around how quickly the company can execute on its pivot toward high performance computing and AI infrastructure while managing exposure to Bitcoin mining.

Recent updates

No updates